Toronto-based Obsiido plans to launch a service for advisors later this year
Robo-advisor violated rules when touting hypothetical performance
The focus is on serving younger, less knowledgeable clients
Finding a place in the advice channel for do-it-yourself investors
Digitization can provide product advice, but clients still want to talk to humans
Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident